Beyond Bulls & Bears

Connecting with the “Internet of Things”

Connecting with the “Internet of Things”

We now see a trend where smart devices can connect to one another and share data, allowing them to perform new and exciting tasks. We believe the explosion of such connected devices will significantly change the way individuals and businesses operate on a daily basis.

Two Pillars Support US Growth: Consumers and Corporates

Two Pillars Support US Growth: Consumers and Corporates

While we believe the current strength in the dollar will likely persist going forward, we don’t see it as a meaningful detractor from earnings growth for many companies over the long term.

2015 Investment Outlook: US Economy May Be Poised for Further Growth

2015 Investment Outlook: US Economy May Be Poised for Further Growth

We believe we are on the cusp of many new products that will change our lives and how we communicate with one another in ways that are difficult to imagine today.

Are US Stocks Reacting Rationally?

Are US Stocks Reacting Rationally?

Even with valuations increasing, we believe many of the same factors that drove the market higher in the last few years appear to remain in place. In particular, we think low inflation and accommodative monetary policy around the globe, combined with improving economic data and corporate profits in the United States, could be supportive of continued market growth in the years ahead.

Fundamentals Support Our Positive US Outlook

Fundamentals Support Our Positive US Outlook

From our viewpoint at Franklin Equity Group®, US stocks have acted rationally over the last five years, reflecting the improving economic backdrop and strong corporate earnings growth we see.

Politics Secondary to US Equity Fundamentals

Politics Secondary to US Equity Fundamentals

The Fear Factor in US Equities

The Fear Factor in US Equities

Taking Stock in the U.S.

Taking Stock in the U.S.